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5.0

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Steven Cooklin

I certainly would not hesitate to recommend James to any business in need of a highly proficient accounting/finance expert and business partner. He quickly picked up on the nuances of our complex business, and incorporated these into a user-friendly financial projection and forecasting tool which he created for senior leadership at a very satisfactory cost. He partnered well with our team and his contribution has been invaluable as we enter into our next round of raising capital

Patrick Lineen

James designed a very rigorous and comprehensive financial model for us and understood our business very well. He is a very competent accountant and very good at financial modelling. I would highly recommend him for a senior accounting position, especially one involving sophisticated modelling.

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Credentials

  • Chartered Accountant
    INSTITUTE OF CHARTERED ACCOUNTANTS IN ENGLAND AND WALES

Experience

    • Finance Manager
      • Feb 2019 - Present
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Interim Financial Consultant
      • Jun 2018 - Jul 2018
    • United States
    • Financial Services
    • 700 & Above Employee
    • Finance Lead
      • Aug 2016 - May 2018

    • Senior Financial Specialist
      • Sep 2011 - Aug 2016

    • Manager - Financial Planning and Analysis FP&A
      • Feb 2007 - Aug 2011

    • Finance Project Manager
      • Dec 2003 - Jan 2007

    • Interim Finance Manager
      • Oct 2002 - Nov 2003

    • Chief Financial Officer
      • Aug 1998 - Feb 2002
    • Finance Director
      • Jul 1996 - Jul 1998
    • Business Consulting and Services
    • 700 & Above Employee
    • Audit Director
      • Apr 1993 - Jul 1996
    • Audit Manager
      • 1989 - 1993
    • Investment Advice
    • Audit Supervisor
      • Sep 1982 - Aug 1989

Education

  • University of Cambridge
    BA

Community

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